Chad Tuschen is a CFP® professional with 20 years of industry experience. He is currently affiliated with OSAIC and Bottoms Financial, Inc., having previously spent 25 years with Lincoln Financial Advisors and Lincoln National Life Insurance Company. Outside of his advisory work, he is also involved in insurance sales focusing on group benefits and various insurance products. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization techniques.

Seamus Ott is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Prime Therapeutics. Outside of finance, he serves as an assistant coach for a high school ultimate frisbee program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive goal-based planning across multiple areas, allowing clients to combine planning with managed-account services under a consolidated billing option.

Taylor Compton is a financial advisor with Edward Jones in Eden Prairie, MN. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining Edward Jones, he worked in education within the Eden Prairie school district and at the University of Minnesota-Twin Cities. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and maintains a large nationwide network of advisors and branches.

Mark Daly is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Woodbury Financial Services, Sandvold Financial Group, and Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Scott Larson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Larson is involved as a partner in a farming business and owns a financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Gregory Olson is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a partner in two real estate investment entities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Jamison Lippert Negen is a financial advisor at Ameriprise with 17 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015 and holds the Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Lund is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 credentials and 9 years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2013. His spouse owns and manages a hair studio business in Waite Park, MN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, relying on research and analytics to support its investment approach.

Robert Johnson is Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2024. In this role, he focuses on building and implementing customized financial plans for clients, emphasizing the importance of tailored strategies in wealth management. Prior to this, he served as Vice President, Wealth Planner at Fidelity from 2022 to 2024 and as a Financial Consultant at Fidelity from 2017 to 2022. Robert's experience in the financial services industry spans over a decade, including roles at Ameriprise Financial as a Retirement Income Specialist from 2016 to 2017 and as a Financial Consultant from 2012 to 2016. Throughout his career, he has worked to support clients in developing financial plans suited to their individual needs. Robert's approach is grounded in the resources and integrity of the Fidelity brand, and he is committed to helping clients achieve their financial goals through personalized planning.

Kelsey Schultz is currently a Branch Leader and Financial Consultant. She works closely with clients to provide a holistic financial planning experience by understanding their individual stories and simplifying complex financial concepts to implement unique investment strategies. Kelsey has been working in the financial industry since 2022. She served as a Financial Advisor at Thrivent from 2022 to 2023, then as an Investment Consultant at Fidelity Investments from 2023 to 2024, before becoming a Financial Consultant at Fidelity in 2024, where she currently works. Her experience centers on co-creating comprehensive financial strategies tailored to clients' specific goals.

Peter Zvanovec is a CFP® with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Securities America Inc. from 2009 to 2024. Outside of advisory work, he is involved in selling insurance products and serves as president of Zvanovec Financial Services. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process featuring asset allocation optimization, discretionary management options, and access to third-party money managers and alternative investments.

Jacob Johnson is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He previously worked at UBS Financial Services and U.S. Bancorp Investments. Outside of his advisory role, he coaches high school wrestling and serves on the board of his condominium association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning options through a large network of financial advisors.

Jonathan Rose is a CFP® with 29 years of experience in the financial services industry. He is currently with OSAIC, where he has worked since 2023, following a 25-year tenure at FSC Securities Corporation and ownership of Rosechase Financial from 1998 to 2016. Outside of his advisory work, he serves on the finance committee of Resurrection United Methodist Church in Hastings, MN. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization while maintaining a complex network of affiliates and a large advisor base.

Kathryn Pennington is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services since 2010. Outside of her advisory role, she co-owns Synergy Wealth Group LLC, a franchise ownership entity, and serves as Fund Development Chair on the Board of Directors for the Park Nicollet Foundation. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.

Steven Blume is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, RBC Capital Markets, and Wealth Enhancement Advisory Services, among others. Blume serves on the board of BestPrep, a nonprofit organization focused on providing Minnesota high school students with business, career, and financial literacy skills. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account solutions. Schwab’s integrated platform combines advisory, brokerage, custody, and cash-sweep services while leveraging multi-asset model portfolios and research-driven guidance.

Thomas Johnson is a Series 66 credentialed advisor with Ameriprise in Minnetonka, MN, with one year of industry experience. Prior to joining Ameriprise, he worked at Froedtert Health and held positions at the University of Wisconsin - Milwaukee, Fox Valley Autism Treatment Program, and Loras College. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team providing tailored recommendations that are implemented non-discretionarily in collaboration with the client’s advisor.

Lindsey Clark is a financial advisor with LPL Financial in Chanhassen, MN, holding a Series 66 designation and nine years of industry experience. Her work history includes roles at TruStone Financial Credit Union and Wealth Enhancement Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and incorporating advanced tools for operational support.

Ryder Gilbert is a financial advisor at Robert Baird & Co. with Series 66 credentials and experience beginning in 2022. His prior roles include positions at Blackwoods Group and Starbucks Coffee Co., alongside a lengthy background in education. The DDK Group at Robert W. Baird & Co. serves individual, corporate, pension, and charitable clients through a variety of financial planning, portfolio management, and brokerage services. The firm utilizes both manager-traded and model-traded strategies supported by internal research and technology, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Luke Illgen is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2023, with prior experience at various firms and roles outside the financial sector. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain eligibility criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools overseen by an internal committee.

Joseph Miller is a CFP® professional with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors, where he has worked since 2010. He maintains multiple roles outside his advisory work, including serving as a board member of Collaborative Divorce Professionals, advisory board member of the Glory of Christ Lutheran Church Endowment Fund, and volunteering in financial education with SavvyLadies Inc. Additionally, he is involved with Integra Shield Financial Group in various capacities including financial education and divorce planning. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and third-party advisers, including proprietary model strategies under the Founders Gate Capital brand.